Jill Monteleone

Client Solutions Manager

Jill joined the firm in 2009. Jill plays an integral role in the preparation of financial plans and interim reports. She oversees a diverse range of client needs from coordinating new business and account transfers, to assisting with client services.

Jill is currently pursuing her securities registrations and Life and Health Licensing as well.

Jill enjoys the Philadelphia Flyers, decorating, home improvement projects and spending time with her family and her Pomeranian named Augie.

Phone 610.828.1155